Category Archives: CRM Design

I had an interesting design observation while working on a Microsoft CRM project – the Microsoft Dynamics CRM 2013 or CRM Online Dashboard behavior has slight differences between the CRM Outlook Client and Web Client. One of the differences that … Continue reading →

The Microsoft Dynamics CRM 2011 Activity Feed offers a very practical internal facing social communication tool. Since it is produced by Microsoft and is available as a FREE solution – I’d recommend everyone to check it out and take advantage … Continue reading →

Recently, I have been involved with how Microsoft Dynamics CRM could help with the education sector. One interesting scenario is how to reach out to each student at least once a month by a pool of different department representatives (Teachers, … Continue reading →

I had an interesting Microsoft Dynamics CRM Online design review with a client today. The client is with a Business to Business (B2B) Chemical Testing and Analysis Lab and they are tracking their Microsoft CRM Opportunities “Potential Customer” to the … Continue reading →